At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
< Giving Back
September 11, 2020
As reported, early on during the COVID 19 crisis, there was a significant shortage of PPE and in particular N95 masks for our front-line health care workers.
We were extremely fortunate to secure more than 1,000 KN95 and N95 masks in April and May. Winthrop Wealth donated the masks to MD Anderson Cancer Center, Tufts Medical Center, Holyoke Medical Center, Fenway Health, Milford Regional Care, Genesis Healthcare, the Boston Police Department and other front-line healthcare workers. We also made a monetary gift to a Boston-based COVID-19 relief fund that provided direct relief to grassroots non-profit organizations that have a history of effecting positive change at the community level – these non-profits are diverse in their missions which include advancing social, racial and economic injustice.